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Head of Wealth and Financial Planning | Cape Town

Company

The Recruitment Council

Location

cape town, western cape

Type

Full-time

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement and leading a cross-functional team of Advisory specialists.

Responsibilities:

  1. Personal and Juristic Transactional banking
  2. Structured Lending
  3. Local and offshore Wealth Management
  4. Cash Investment solutions
  5. Long and Short-Term Insurance solutions
  6. Foreign Currency Transactional solutions
  7. Domestic and offshore Fiduciary and Estate Planning services
  8. Commercial Property Finance
  9. Share-Based Lending
  10. Personalised Share Portfolios
  11. Asset-Based Finance

Competencies:

  1. Manage budgets and deliver on sales and acquisition targets
  2. Balance Sheet growth and protection...

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